David G. Email & Phone Number
Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy @ Fidelity Investments
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David G. Location
- New York, NY, US
David G. Work
- 2026 -now Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy @
- 2022 -2026 Senior Vice President Head of Tax @
- 2019 -2022 Director, Head of Tax Operations @
- 2010 -2019 Vice President - Regulatory and Tax Operations @
- 2009 -2010 Principal Consultant @
- 2008 -2009 Vice President @ Dresdner Kleinwort Wasserstein
- 2006 -2008 Prime Brokerage Position Management @
- 2002 -2006 Associate @
- 1997 -2002 Settlement Specialist @
David G. Education
- Long Island University
Master of Business Administration (MBA) (Taxation)
2006-2008 - St. John's University
Bachelor of Science (BS) (Accounting and Finance)
1997-2002
David G. Skills
- Risk Management
- Derivatives
- Business Analysis
- Tax
- Tax Advisory
- International Tax
- Tax Treaties
- International Tax Consulting
- FATCA
- Cost Basis Reporting
- Alternative
- Transaction Tax
- Business Strategy
- New Business Development
- Relationship Management
- Business Requirements
- Business Process Management
- Change Management
- Project Management
- Agile Project Management
- Corporate Actions
- Class Actions
- Operations Management
- Team Leadership
- Process Improvement
- Regulatory Requirements
- Business Continuity
- Asset Management
- Mentoring
- Recruiting
- Management Consulting
- Global Custody
- Financial Markets
- Accounting
- Lean Management
- Six Sigma
- Signavio
- Blueprint
- Strategy
- Business Process
- Hedge Funds
- Fixed Income
- Pharmaceutical Industry
- Management
- Client Relations
- Strategy Implementation
- Global Strategy
- Operating Budgets
- Vendor Management
- Budget Management
- Managed Services
- Business Process Outsourcing Bpo
- Project Implementation
- Cost Control
- Coaching and Mentoring
- Outsourcing
- Business Process Outsourcing
David G. Summary
- David G., based in New York, NY, US, is currently a Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy at Fidelity Investments. David G. brings experience from previous roles at iCapital, Cowen Inc., Goldman Sachs and Capco. David G. holds a 2006 - 2008 Master of Business Administration (MBA) in Taxation @ Long Island University. With a robust skill set that includes Risk Management, Derivatives, Business Analysis, Tax, Tax Advisory and more. David G. has 2 emails and 2 mobile phone numbers on RocketReach.
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